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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
CIA
1751
CSat Investment Advisory
Michigan
$1.01M +$599K +2,820 +103%
KFS
1752
Kurt F. Somerville
$1.01M -$57K -268 -5%
HRC
1753
Hoertkorn Richard Charles
$1.01M – – –
CPO
1754
Cerity Partners OCIO
New York
$1.01M +$289K +1,358 +33%
AWE
1755
Avidian Wealth Enterprises
Texas
$1.01M +$456K +2,144 +64%
BAM
1756
Brave Asset Management
New Jersey
$1.01M +$201K +944 +21%
MYIA
1757
Mount Yale Investment Advisors
Colorado
$1M -$1.75M -8,253 -60%
BAM
1758
Baldrige Asset Management
Pennsylvania
$1M -$3.61K -17 -0.3%
IFAM
1759
Institutional & Family Asset Management
Colorado
$1M -$552K -2,598 -32%
SB
1760
Strategic Blueprint
Georgia
$1M +$6.38K +30 +0.6%
VCM
1761
Verde Capital Management
Michigan
$1M +$129K +607 +12%
CNBT
1762
Canandaigua National Bank & Trust
New York
$998K -$2.55K -12 -0.2%
AFG
1763
Arkansas Financial Group
Arkansas
$988K – – –
BWM
1764
Bernicke Wealth Management
Wisconsin
$988K +$36.6K +172 +3%
PAS
1765
Partnervest Advisory Services
California
$982K -$114K -537 -9%
HP
1766
Hikari Power
Japan
$980K +$565K +2,660 +99%
NWP
1767
Northstar Wealth Partners
Connecticut
$979K +$288K +1,355 +34%
BCI
1768
Brinker Capital Investments
Pennsylvania
$974K -$261K -1,226 -19%
LP
1769
LGL Partners
Pennsylvania
$974K +$10.8K +51 +1%
ESB
1770
Essex Savings Bank
Connecticut
$973K -$620K -2,915 -35%
GC
1771
GFG Capital
Florida
$973K +$273K +1,285 +32%
PP
1772
Paloma Partners
Connecticut
$972K -$2.36M -11,084 -68%
SWP
1773
Strategic Wealth Partners
Ohio
$972K +$912K +4,289 New
MCM
1774
Maple Capital Management
Vermont
$970K – – –
NB
1775
Northwest Bancshares
Pennsylvania
$969K – – –
69 70
71
72 73